Investors with a financial plan grow their assets 110% compared to those that don't

- Boston Consulting Group

Individuals with financial advisors are twice as likely to be on track to meet their retirement goals

- Voya Financial

53% of Americans with a comprehensive financial plan feel very confident about managing their money, compared to just 26% of those that don't

- CFP Board

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Why do we need this information?

Thousands of advisors operate in the United States. Your answers power our matching algorithm to select 1 to 3 advisors that meet your needs.

Who is SmartAsset?

SmartAsset is personal finance, made simple. We read tax codes, so you don't have to. Our retirement tools serve more than 45 million users every month.

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Terms of Service

By completing the “Find a Financial Advisor” survey, you agree to our Terms and Conditions of the service. You consent to have SmartAsset provide your survey responses and contact information to financial advisers (“Advisors”) in our network. One or more Advisors may then contact you to discuss their services and your financial goals and objectives.

Terms and Conditions:

The Advisors are not employees of SmartAsset. They are 3rd party advisors who have contracted with SmartAsset to participate in our platform. SmartAsset may use information you provide in the survey to connect you with Advisors based on your self-described preferences and Advisors’ self-described geographic locations, investible asset ranges, and topics of expertise or experience.

SmartAsset does not provide investment or tax advice. SmartAsset has not conducted any review of the quality or nature of services provided by the Advisors, and does not recommend, oversee, review, or endorse any Advisor. SmartAsset does not take responsibility for, and does not approve, endorse, review, recommend or guarantee claims made, services, securities or strategies mentioned, offered or recommended by any Advisor.

SmartAsset does not make any determination that any investment or strategy is suitable or appropriate for any specific person or purpose. We do not collect personal investment information or review investment objectives, and we do not review, recommend, or determine the suitability of, or provide advice regarding any investment or investment strategy. If you follow any investment or investment strategy, you and your Advisor must determine whether the investment or investment strategy is suitable for you.

You will not be obligated to hire or use the services of any Advisor you are matched with. Whether to work with any Advisor or not is your decision. If you engage the services of an Advisor, you will be a client of the Advisor and not SmartAsset. SmartAsset will not be involved in the Advisor’s services to you and we will not receive any of your financial information.

SmartAsset will receive a flat fee from the Advisor(s) for providing your information, which is not dependent on the Advisor you select, or whether you engage the services for any Advisor. SmartAsset does not solicit clients on behalf of any Advisor and does not promote or endorse any Advisor or their investment strategies.

See our Privacy Policy for more information about how we may share personal information with third parties.

Investing involves risks, including possible loss of all amounts invested. SmartAsset does not assess risks - you should discuss the risks of investing with your Advisor.